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Jan 15, 2013
01/13
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this company is adapting to the environment in realtime in order to avoid interference and give you the strongest signal possible. ruckus avoids interference and this makes their wi-fi gateways and access points ideal for dense environments like cities or college campuses and because the product is superior, businesses that use ruckus' hardware need to buy fewer wi-fi access points because it covers more area. the overall wi-fi equipment market is expected to grow from $3.4 billion to $8.4 billion in 2016. compound growth, 20% annually. but ruckus is taking share in that market. i believe they would do much better than the average wi-fi planner. getting two-thirds from the wireless networking business, 4% market share. that could go up. the company has ton of success in the schools. universities love to wire themselves up with wi-fi and ruckus gets a third of its enterprise revenues from hotels. they can make their guests pay through the nose for it, right? a third comes from the service provider wi-fi market where internet providers are providing their own wi-fi to their enterprise cus
this company is adapting to the environment in realtime in order to avoid interference and give you the strongest signal possible. ruckus avoids interference and this makes their wi-fi gateways and access points ideal for dense environments like cities or college campuses and because the product is superior, businesses that use ruckus' hardware need to buy fewer wi-fi access points because it covers more area. the overall wi-fi equipment market is expected to grow from $3.4 billion to $8.4...
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Jan 14, 2013
01/13
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in this regulatory environment that's not a good place to be. james foreman's move into retail and other sector so i think that's a meaningful shift for them. >> is the regulatory environment too tight? >> in some number of areas, yes. in some others, no. so i can actually say mixed answer. in a lot of dodd-frank has to do with things that had nothing to do with the financial crisis. you may remember one of the first laws actually implemented where they wrote the language was debit fees. they capped debit fees. that had nothing to do with anything around the financial crisis. on the other hand things like the volcker rule and others, they're still working on them, and i think there should be some good regulation around capital risk taking, and such, on the trading desks. that's still to come. >> the other big banking wall street news this week is jamie diamond and jpmorgan, i don't know if you follow this, but the london whale, the board, is going to be potentially releasing an internal report on what happened. if you were on the board would you
in this regulatory environment that's not a good place to be. james foreman's move into retail and other sector so i think that's a meaningful shift for them. >> is the regulatory environment too tight? >> in some number of areas, yes. in some others, no. so i can actually say mixed answer. in a lot of dodd-frank has to do with things that had nothing to do with the financial crisis. you may remember one of the first laws actually implemented where they wrote the language was debit...
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Jan 11, 2013
01/13
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management's been touting the used video game business as the way forward for the company in this new environment. used games were supposed to be gamestop's salvation, instead down more than 15%. can you believe that? that seems like maybe management is -- they're not ready for this. maybe they don't have as good a handle on things as they think. plus the new video game consoles that bulls are excited about do eventually get released, they might include technology that makes it so only the original user could play the game. that would be something, right? beyond the ailing used game business, gamestop plans to grow its digital business, selling games over the internet, dramatically over the next couple of years. but, i don't see how they compete against more established online players. fact is, gamestop has to compete with amazon on way too many fronts. amazon sells the same gaming hardware and software, does digital downloads too, letting you buy and download games online, amazon's on fire here and they do it really well. and amazon makes it easy to find and buy used video games by connecting yo
management's been touting the used video game business as the way forward for the company in this new environment. used games were supposed to be gamestop's salvation, instead down more than 15%. can you believe that? that seems like maybe management is -- they're not ready for this. maybe they don't have as good a handle on things as they think. plus the new video game consoles that bulls are excited about do eventually get released, they might include technology that makes it so only the...
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Jan 7, 2013
01/13
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. >> part of the concept was to create an environment, when people came in, they didn't feel like they were in a hospital. >> what's wrong with-- i mean, this is a hospital. what's wrong with looking like a hospital? >> 'cause nobody really wants to go to a hospital. >> would you go back? >> oh, i'm going back this fall, yeah. >> why? >> i'm going back to see my doctor and have a checkup again. > he'll have to take a 22-hour flight. but there's even an upside to that. is it true that i can pay for a checkup with frequent flyer miles? >> well, we do have a very unique relationship with thai airways. so you can buy a ticket, you can use frequent flyer mileage to get your check-up. >> whatever it takes to get your business. >> and this is not the only hospital trying to outsource healthcare, is it? >> oh, my goodness, no. [chuckles] yes, we certainly have not gone unnoticed. there are hospitals throughout asia, throughout india. >> up next, india competes for the market in foreign patients. >> that's the ambition, that india should become the world-- >> destination for healthcare. that's
. >> part of the concept was to create an environment, when people came in, they didn't feel like they were in a hospital. >> what's wrong with-- i mean, this is a hospital. what's wrong with looking like a hospital? >> 'cause nobody really wants to go to a hospital. >> would you go back? >> oh, i'm going back this fall, yeah. >> why? >> i'm going back to see my doctor and have a checkup again. > he'll have to take a 22-hour flight. but there's even...
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Jan 7, 2013
01/13
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, which is a good environment now for housing. and that if we get our economy moving, unemployment down, housing affordability is the best it's ever been. it can be an important ingredient for growth in the economy, if we just let it happen. >> despite all we're talking about here, and i agree with just about everything you just said, i think isn't the economy actually growing reasonably well right now? i mean if you look at industrial production. you look at what's going on in terms of the bank stocks even if you want to use bank stocks as reasonable proxy for expectations of the industry. things are doing okay. are they not? >> no. >> they're not? they're not? despite the fact -- >> i think 2% growth, given the opportunities we have is half of what it should be. >> that's not what my question was. my question wasn't what's the potential of the economy. my question is isn't it getting better? aren't we repairing the economy? you would say no to that? >> no, we are. but we should be. this is the fourth year after a recession. >> t
, which is a good environment now for housing. and that if we get our economy moving, unemployment down, housing affordability is the best it's ever been. it can be an important ingredient for growth in the economy, if we just let it happen. >> despite all we're talking about here, and i agree with just about everything you just said, i think isn't the economy actually growing reasonably well right now? i mean if you look at industrial production. you look at what's going on in terms of...
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Jan 8, 2013
01/13
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is slow and steady the right strategy for an uncertain political environment? that's our question. our "what's working" series continues with arrow investment chairman john rogers. the current chairman of president obama's advisory council on financial capability, and we are twliled to have you here this morning, john. >> great to be back. >> so what is working in this environment? or what do you think is going to be working in 2013? >> well, i think that the housing rate of stocks are going to continue to do very well. warren buffett's talked about the fact of how important the recovery in the housing market is for the overall economy. jobs get creative because of it. and i think that momentum is going to continue into 2013. >> okay so let's go through a couple names. names of companies that you really like. in the housing worlds. >> we've had a lot of success from carpet manufacturers like mohawk and inner face. we also own first american financial which is one of our best performers last year. and we're looking for any of the companies that have any ties to housing markets. we t
is slow and steady the right strategy for an uncertain political environment? that's our question. our "what's working" series continues with arrow investment chairman john rogers. the current chairman of president obama's advisory council on financial capability, and we are twliled to have you here this morning, john. >> great to be back. >> so what is working in this environment? or what do you think is going to be working in 2013? >> well, i think that the housing...